Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom

Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years

Nvidia released its quarterly earnings on Wednesday, with the chipmaker revealing higher than expected revenues and extending its years-long streak of surpassing Wall Street’s sky-high expectations.

The company receives the vast majority of its revenue from its datacenter business, which has been buoyed by the tech industry’s immense investment into AI infrastructure. On Wednesday, Nvidia reported 75% year-over-year growth of this vertical to $62.3bn. The world’s most valuable publicly traded company, Nvidia has dominated the chip market as its processing units have become the backbone of the artificial intelligence boom. The company also posted an enormous total profit for the fiscal year: $120bn.

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Why This Matters

Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years

Nvidia released its quarterly earnings on Wednesday, with the chipmaker revealing higher than expected revenues and extending its years-long streak of surpassing Wall Street’s sky-high expectations.

The company receives the

Coverage Snapshot

Week 9 2026 included 103 Business article(s). Leading outlets for this topic included CNBC, NY Times, Independent Business. Across that cluster, sentiment showed a mostly neutral skew (avg score -0.05).

Key Insights

Primary keywords: nvidia, quarterly, earnings, company, datacenter.
Topic focus: Business coverage with neutral sentiment.
Source context: reported by Guardian Business.
Published: 2026-02-25.
Published by Guardian Business, a widely cited major outlet.
Date context: published during Week 9 2026, when UK Politics dominated weekly headlines.

Tone & Sentiment

The article tone is classified as neutral, driven by the language and emphasis in the summary. The sentiment score of -0.07 indicates the strength of that tone.

Context

This piece fits within the broader Business narrative, connecting current events to ongoing developments. Readers tracking Business trends can use this article as a concise signal of what is shaping coverage right now.

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Guardian Business Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom